LWS
COL

Lucia Wealth Services’s Rockwell Collins COL Stock Holding History

Lucia Wealth Services’s Portfolio COL Stock Details COL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-67
Closed -$9K – 229
2018
Q3 		$9K Hold
67
– – ﹤0.01% 207
2018
Q2 		$9K Hold
67
– – ﹤0.01% 192
2018
Q1 		$9K Buy
+67
New +$9.15K ﹤0.01% 187

Other funds holding COL

SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
BSPF
British Steel Pension Fund London, United Kingdom $410M AUM 11.96% 1-Year Est. Return
LFA
Legacy Financial Advisors Covington, Kentucky $820M AUM 31.98% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $953M AUM 24.79% 1-Year Est. Return

Lucia Wealth Services's COL Position: Q4 2018 in Review

Lucia Wealth Services sold out of Rockwell Collins (COL) in Q4 2018, closing a stake of 67 shares — an estimated $9K sold.

Lucia Wealth Services first reported a position in COL in Q1 2018 and held it in 3 quarters. The position peaked at $9K in Q3 2018. 4 funds tracked by Wall St. Rank hold COL as of Q4 2018.

  • Lucia Wealth Services reported no remaining Rockwell Collins position as of Q4 2018 after selling out during the quarter.
  • Lucia Wealth Services sold 67 Rockwell Collins shares in Q4 2018, an estimated $9K.
  • Lucia Wealth Services first reported a position in Rockwell Collins in Q1 2018 and held it in 3 quarters.
  • Lucia Wealth Services's Rockwell Collins position peaked at $9K in Q3 2018.
  • 4 funds tracked by Wall St. Rank held Rockwell Collins as of Q4 2018.

Based on Lucia Wealth Services's 13F filing for Q4 2018, filed 13 Feb 2019.